Finance Support Mid Level Consultant
South Jordan, Utah
Employer: Compunnel
Industry:
Salary: Competitive
Job type: Part-Time
Description
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money/asset movement transactions.
The AMT Associate’s will work with various systems to ensure the appropriate approval of each transaction.
AMT Associates will partner with the Regional Manager to resolve issues while processing requests.
They will abide by firm and industry rules to prevent fraud, protect client’s assets, and follow client instructions.
RESPONSIBILITIES
Provide world class customer service.
Work closely with Morgan Stanley branch associates/management to make informed processing decisions.
Work in a fast-paced environment with high quality standards.
Communicate with Senior Management and Branch Associates as needed.
Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
Apply risk approved policies to prevent client fraud.
Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
Work on projects and technology pilots when appointed.
Other duties as assigned.
QUALIFICATIONS
College preferred or equivalent experience
Ability to demonstrate success in previous roles
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, decision making skills, attention to detail and excellent follow up skills
Experience using Microsoft suite.
Ability to learn new systems and troubleshoot technology issues in a timely manner
Education: High School
The Asset Movement Team (AMT) Associate will act as an extension of local branch management in the review and approval of incoming and outgoing money/asset movement transactions.
The AMT Associate’s will work with various systems to ensure the appropriate approval of each transaction.
AMT Associates will partner with the Regional Manager to resolve issues while processing requests.
They will abide by firm and industry rules to prevent fraud, protect client’s assets, and follow client instructions.
RESPONSIBILITIES
Provide world class customer service.
Work closely with Morgan Stanley branch associates/management to make informed processing decisions.
Work in a fast-paced environment with high quality standards.
Communicate with Senior Management and Branch Associates as needed.
Work in a team setting using critical thinking skills and internal resources to resolve escalations and decision transactions.
Apply risk approved policies to prevent client fraud.
Keep current on SEC/FINRA, Compliance and Firm Policies for transaction-based requests.
Work on projects and technology pilots when appointed.
Other duties as assigned.
QUALIFICATIONS
College preferred or equivalent experience
Ability to demonstrate success in previous roles
Basic clerical and administrative skills
Effective written and verbal communication skills
Excellent interpersonal and client service skills
Organizational skills, decision making skills, attention to detail and excellent follow up skills
Experience using Microsoft suite.
Ability to learn new systems and troubleshoot technology issues in a timely manner
Education: High School
Created: 2024-08-27
Reference: BARDC5054193
Country: United States
State: Utah
City: South Jordan